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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $636,101 | $99,343+540.3% | $84,751+650.6% | $273,968+132.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.01% | 22.93%-7.9pp | 22.78%-7.8pp | 41.45%-26.4pp |
| Employer contribution / active EE | $7,642 | $4,214+81.4% | $3,574+113.8% | $4,869+57.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $29,950 | $6,645+350.7% | $5,333+461.6% | $10,132+195.6% |